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Alibaba reported a 75% drop in Q1 net profit as AI capital expenditure surged, causing U.S.-listed shares to fall 4.6%. While revenue grew 9% on cloud demand, massive AI investments will pressure mar…
The article highlights three AI infrastructure stocks—Iren, Sandisk, and Zeta Global—positioned for significant growth through 2027. Sandisk is identified as outperforming Nvidia due to massive memor…
Billionaire David Tepper's Appaloosa Management increased stakes in Amazon, Meta Platforms, Alphabet, and Nvidia during Q2. The fund manager favored these tech giants for their accelerating cloud gro…
Eagle Capital Management reiterated its bullish stance on Amazon, Microsoft, Google, and Meta in its Q2 letter. The firm highlighted AWS, Azure, and GCP as profitable growth drivers with strong AI ad…
Eagle Capital Management highlighted Microsoft, Amazon, and Alphabet's cloud dominance while warning of AI disruption risks, mixed execution in Copilot, and rising competitive pressures across crowde…
Evercore ISI analyst Mark Mahaney highlights that major tech firms like Amazon are reaching a positive inflection point on AI capital expenditures. Amazon posted earnings and revenue beats alongside …
Morgan Stanley projects Amazon stock could reach $335 in a base case and $500 by 2027 in a bull scenario. Growth is driven by rapid AWS cloud expansion, AI computing capacity, and strong monetization…
Bill Ackman's Pershing Square boosted its stake in Microsoft by 9.8% to $2.32 billion, making it a top holding. Ackman cited dominant enterprise franchises M365 and Azure, alongside an undervalued 27…
Institutional investors and Berkshire Hathaway are heavily accumulating Microsoft, Alphabet, and Amazon amid accelerating cloud growth and record backlogs. Despite massive AI capex temporarily pressu…
Wall Street analysts report that heavy AI spending is boosting megacap cloud earnings. With cloud backlogs topping $2.3 trillion, JPMorgan raised its S&P 500 target to 8,000, driven by explosive reve…
Anthropic is preparing an October IPO targeting a $2 trillion valuation based on projected 2028 revenue of $200 billion. While its revenue run rate surged tenfold to $47 billion, analysts warn that r…
AppFolio named AWS its preferred cloud provider, running its AI-native real estate platform on AWS infrastructure including Amazon MSK and Bedrock, highlighting AWS's expanding enterprise AI cloud do…
CoreWeave surged 24.6% on strong Q2 backlog ($104.2B) and AI infrastructure demand, but shows high volatility—capturing 424% of market losses on down days versus 342% of gains, signaling elevated ris…
Analysis favors Nvidia, Alphabet, Microsoft, and Amazon among the Magnificent Seven due to AI monetization and reasonable valuations, while cautioning against Apple, Meta, and Tesla due to overvaluat…
CoreWeave posted 112% YoY revenue growth and $25B in new contracts post-Q2, with CEO citing strong demand for even 2020-era NVIDIA GPUs through 2029, reinforcing bullish NVIDIA GPU demand outlook.
IBM signed a $240M multi-year deal with Together AI to deploy NVIDIA HGX B300 systems on IBM Cloud, boosting NVIDIA's enterprise AI infrastructure footprint and demonstrating continued strong demand …
Microsoft approved IREN's first AI data center (Horizon 1) under a $9.7B cloud deal, using Nvidia GB300 GPUs. This validates AI infrastructure demand and diversification away from Bitcoin mining amid…
Tech's earnings premium over the S&P 500 has shrunk from 35% to 10% year-over-year, even as sales, margins, and earnings estimates keep rising, suggesting improved valuation support for tech stocks.
CoreWeave reported a smaller-than-expected adjusted net loss and higher operating income, driven by surging AI infrastructure demand, signaling strong GPU chip demand for suppliers like Nvidia and AM…
Author compares AWS, Azure, and Google Cloud earnings, favoring Amazon and Alphabet as better long-term buys due to accelerating growth, while questioning Microsoft's cloud momentum despite its stron…